Tom Campbell Cfp®, Chfc®

Tom Campbell Cfp®, Chfc® Email and Phone Number

Financial Advisor @ CSI Advisors
Belmar, NJ, US
Tom Campbell Cfp®, Chfc®'s Location
Belmar, New Jersey, United States, United States
About Tom Campbell Cfp®, Chfc®

As a seasoned financial professional with a broad background in asset management, investment strategies, and financial planning, I am dedicated to supporting individuals and families to achieve their financial goals through individualized and tactical advice. With a focus on establishing long-term relationships based on trust and transparency, I interact closely with clients to understand their distinctive financial goals, risk tolerance, and long-term objectives.I employ a wide range of financial products and services to develop customized plans that meet my client's aspirations and objectives. Whether it's retirement planning, investment management, estate planning, or risk management, I offer diligent guidance and assistance at every phase.Through continuous learning as well as remaining up to date on market trends and regulatory changes, my clients receive the most recent and relevant advice in today's changing financial market. By promoting open communication along with providing straightforward clarifications of challenging financial subjects, I empower my clients to make informed decisions and feel confident about their financial futures.

Tom Campbell Cfp®, Chfc®'s Current Company Details
CSI Advisors

Csi Advisors

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Financial Advisor
Belmar, NJ, US
Tom Campbell Cfp®, Chfc® Work Experience Details
  • Csi Advisors
    Financial Advisor
    Csi Advisors
    Belmar, Nj, Us
  • Petersen Advisors
    Financial Advisor
    Petersen Advisors Nov 2021 - Present
    Wall, New Jersey, United States
    In my capacity as the Vice President of Investments, I develop individualized financial plans for clients that include retirement planning, tax planning, estate planning, investment management, and estate planning, assessing options and reviewing existing policies/procedures to recommend financial actions. My expertise enables me to recognize new business opportunities utilizing networking and prospecting to ensure long-term financial sustainability. I assess clients' needs to leverage the development of financial strategies and facilitate the delivery of comprehensive financial plans. On top of that, I maintain up to date with market trends, business developments, and recommended procedures for financial planning and analysis.Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. Petersen Advisors, LLC and Cadaret, Grant & Co., Inc. are separate entities.
  • Mid Atlantic Resource Group
    Financial Advisor
    Mid Atlantic Resource Group May 2021 - Nov 2021
    Wall, New Jersey, United States
    During my tenure at Mid Atlantic Resource Group as a Financial Advisor, I adeptly delivered top-notch consulting and advisory services as a point of contact for financial planning and analysis. I identified investment strategies and asset management approaches for high-net-worth clients while cultivating relationships. My work focused on analyzing the client’s financial position and providing recommendations considering the analyses of their current standing and the long-term objectives. I strived to provide long-term financial sustainability for clients through financial planning that incorporated financial strategies suited towards the best interest for the client’s success.Registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. MidAtlantic Resource Group is independently owned and operated.
  • United States Navy
    Military Service
    United States Navy Aug 2012 - Aug 2016

Tom Campbell Cfp®, Chfc® Education Details

Frequently Asked Questions about Tom Campbell Cfp®, Chfc®

What company does Tom Campbell Cfp®, Chfc® work for?

Tom Campbell Cfp®, Chfc® works for Csi Advisors

What is Tom Campbell Cfp®, Chfc®'s role at the current company?

Tom Campbell Cfp®, Chfc®'s current role is Financial Advisor.

What schools did Tom Campbell Cfp®, Chfc® attend?

Tom Campbell Cfp®, Chfc® attended College For Financial Planning, New Jersey City University, The American College Of Financial Services, Brookdale Community College.

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